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The Good Bad and Ugly weekly review : Sep 09 2021

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Performance Update

Mid & Smallcaps picked right up from where they left last week zooming their ways to new peaks while the large caps took a small breather after clocking fresh all time highs earlier this week. Weekendinvesting’s Mid & Small cap strategies did superbly well with Mi 35 leading the charge this time with 4.23% returns while all other strategies gained between 0.23% & 3.61%. Overall, the great run in the FY continues and we would like to say “TOUCHWOOD” once again.

The smallcase products are all LONG ONLY products that invest in various subsegments of the markets but have the momentum theme underlying in all of them. The strategies will pick strong outperforming stocks and remove weak ones once a week.(except NNF10 which is monthly rebalanced.)

These are all long term strategies that will create enormous wealth in each upswing and then maybe give some back in the downswing and repeating this process again and again achieving the compounding effect. With patience and grit to follow strategy over ups and downs over the last nearly five years it has been shown that much superior CAGR returns are possible than the benchmarks.
FY21 was also phenomenal and I will let the numbers speak for themselves. You may read the Consolidated FY21 report and watch the Q1 FY 2022 report here

We give an advance notice here on the upcoming changes in your smallcase for Monday . This advance notice can be used to ignore Monday update if there is no change. If there is a change indicated you can use the smallcase app or login to weekendinvesting.smallcase.com to see the rebalance. A back up email is sent by mid day Monday if you have not rebalanced by then and yet another one a day later. We are including LIQUIDBEES as an ADD or an EXIT count from this week onwards.

Rebalance Update

The performance for the week and the month for all the smallcases is presented below.

How to pick the right WeekendInvesting strategy

Kindly watch the below video to understand the compartmentalization of all WeekendInvesting strategies based on their market cap universe.

Large & Mid Cap Strategies – Performance

Mid & Smallcap Strategies – Performance

Smallcap Based Strategies

All Cap Based Strategies – Performance

The WeekendInvesting HUB

We have launched a completely revamped Weekendinvesting HUB that has ALL the details of all the products and their performance updated daily. Please click the link above. The key feature here is the LIVE current drawdown stat that can help you to add or reduce capital if you are trying to play an active manager with the the strategy. We also update the HUB with our video based content compartmentalized based on their genre which can be immensely useful. We have also added another column for support articles. We would request all of you to go through all of the links given there to strengthen your understanding about both WeekendInvesting and Smallcase ecosystem.

WeekendInvesting Products – LIVE Index Data

Many of you had asked us to make the index series of all WeekendInvesting Products available so that you could perform your own analysis and studies. You can find a link to the LIVE sheet here and also on the HUB under support column in the content tab. We will enhance this sheet with more analytics as we go forward.

WeekendInvesting Products – Monthly – Quarterly – Yearly Returns

We have created a new tab in the HUB which tracks the monthly , quarterly & annual returns of all WeekendInvesting products segregated based on their market cap universe & compared to their respective benchmark indices. We have colored the backtest data in black while the real data is denoted in Blue. Please head to the HUB (monthly / quarterly / annual returns tab) to have a look and write to us should you have any questions.

WeekendInvesting Telegram and YouTube Channel

We post daily content related to investing on our Weekendinvesting Telegram Channel and a YouTube channel for community learning of new topics. We look forward to having you all there.! We try to take up a new topic every day for a 10 – 15 min discussion. The several videos in this blog are from this series.

You may also watch #askweekendinvesting – Round 1 , Round 2 , Round 3 , Round 4 , Round 5 , Round 6 , Round 7 , Round 8 & Round 9 to check out the previous 207 questions in this series.

An Important Note to All !!

Weekend Chat with WeekendInvestors – Episode 08 with Mr Bharat Thakur

Testimonials

This is all for this week. Please stay safe and we shall meet again next week. Bye !

Alok Jain

Alok is the founder of weekendinvesting.com He is a veteran with over 25 years of experience in the India markets first as a member of the National Stock Exchange and in the last half a decade as a SEBI registered manager specializing in momentum based non discretionary portfolio strategies for retail investors. He is usually found on twitter at @weekendinvestng | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products. The views and opinions stated in the content belong to the author. WEEKENDINVESTING ANALYTICS PRIVATE LIMITED does not uphold nor promote any of the views / opinions. | WEEKENDINVESTING ANALYTICS PRIVATE LIMITED is a SEBI registered research analyst (Regn. No. INH100008717)

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